Christopher Demarest, Cfp® Email & Phone Number

Raleigh, NC, US

Raleigh-Durham, North Carolina Area

Excellent client service is the cornerstone for enduring client-advisor relationships. When coupled with expertise in domains such as wealth management, tax planning, estate planning, retirement and education planning, insurance planning, and planning for executive benefits, along with the ability to offer day-to-day financial guidance, this relationship.

Raleigh, NC

Ameriprise financial advisors work with busy, hard-working professionals like you who value sound financial planning. We work closely with you to manage multiple goals and handle complex financial situations and recommend ways to protect what is most important to you. The Seasons of Advice®approach is designed to help make managing your financial life.

Parsippany, NJ

• Courses Taught:
• Financial Accounting I
• Financial Accounting II
• Corporate Financial Management
• Money and Banking
• Principles of Economics

Hackettstown, NJ

• Monitored and advised students regarding academic progress in courses, short/long-term goals, study skills and time management.
• Informed academic advising staff regarding individual student registration issues.
• Coordinated use of academic support resources offered by other campus units.
• Monitored, prepared, maintained and distributed records relative to student academic progress.
• Provided study skills assistance through selected sources, personal counseling.

Lebanon, NJ

• Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses.
• Used all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
• Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
• Reviewed financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
• Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
• Calculated form preparation fees according to return complexity and processing time required.

Mba, Global Management

Bachelor Of Science (B.S.), Business Administration

Chemical Engineering & Physics